Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$770B
AUM Growth
+$29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,375
New
Increased
Reduced
Closed

Top Buys

1
+$8.81B
2
+$7.84B
3
+$3.76B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.72B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.9B

Top Sells

1
+$3.05B
2
+$910M
3
+$700M
4
VEEV icon
Veeva Systems
VEEV
+$654M
5
IBN icon
ICICI Bank
IBN
+$396M

Sector Composition

1 Technology 17.87%
2 Healthcare 11.56%
3 Financials 9.31%
4 Consumer Discretionary 7.77%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5651
$221K ﹤0.01%
95,402
-7,620
5652
$220K ﹤0.01%
44,691
-14,976
5653
$219K ﹤0.01%
9,466
+5,541
5654
$219K ﹤0.01%
+8,979
5655
$218K ﹤0.01%
8,895
-5,095
5656
$218K ﹤0.01%
16,702
+9,691
5657
$217K ﹤0.01%
13,148
+10,270
5658
$216K ﹤0.01%
12,454
+100
5659
$215K ﹤0.01%
4,811
+177
5660
$215K ﹤0.01%
85,168
+56,919
5661
$215K ﹤0.01%
907
+1
5662
$215K ﹤0.01%
18,305
+4,851
5663
$214K ﹤0.01%
15,255
5664
$214K ﹤0.01%
4,375
+1,919
5665
$214K ﹤0.01%
17,250
-347
5666
$213K ﹤0.01%
3,780
-2,090
5667
$212K ﹤0.01%
51,851
-11,389
5668
$212K ﹤0.01%
36,255
+5,810
5669
$211K ﹤0.01%
33,543
-5,079
5670
$211K ﹤0.01%
52,992
+9,208
5671
$211K ﹤0.01%
6,345
5672
$211K ﹤0.01%
36,949
+28,367
5673
$210K ﹤0.01%
3,637
+215
5674
$210K ﹤0.01%
5,918
+258
5675
$209K ﹤0.01%
209,193
-118,386
225 226
227
228 229